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The findings of a new study have been released. One in four financial advisers expect to leave the industry within the next five years, a new study has revealed. The finding was reported in Investmen
The use of multiple platforms has reached a 10-year record high average of three, with advisers increasing the proportion of new business directed to their secondary platform at the expense of their main platform.
In a hotly contested platform space, competition for adviser relationships is fierce, according to part two of Investment Trends' latest Adviser Technology Needs Report.
Financial advisers are calling for stronger support services, according to new research. The average number of platforms used by advisers has reached a 10-year high, but there is still work to be d
Financial advisers plan to increase their practice's annual spend on technology by $70,000 as affordability and compliance issues drive adoption.